Booking Insights

Track booking distribution and outcomes for Click Router traffic.

Click Router Booking Insights is a visual dashboard for bookings generated by click-based routing.

Use it to monitor booking outcomes and workload distribution.

Use this page when you need answers like:

• “Who is getting the most click-router meetings?”

• “Are cancellations or no-shows trending up?”

• “Did performance change vs last week?”

Open Booking Insights

1

Open Click Routers from the left sidebar.

2

Click Booking Insights.

Recommended workflow

Run this flow weekly. It keeps analysis consistent.

1

Set your scope with filters.

2

Scan status KPI cards for volume and mix.

3

Review distribution across owners.

4

Enable period comparison to spot trend changes.

5

Click into bars to inspect booking lists.

KPI cards (booking status)

The dashboard shows one KPI card per booking status.

Status	Description
Scheduled	Upcoming meetings that haven’t happened yet
Completed	Meetings that took place as scheduled
Rescheduled	Meetings moved to a different time
Cancelled	Meetings cancelled before occurring
No show	Meetings where the guest didn’t attend

Each card shows the total count for the selected date range.

Booking distribution chart

The main chart is a stacked bar chart.

It shows how click-router bookings are distributed across team members.

Understanding the chart

• X-axis: team members (name or email).

• Y-axis: number of bookings.

• Segments: each color is a booking status.

• Hover: tooltip shows the per-status breakdown.

Team members are sorted by total bookings (descending).

Reading the chart

1. Taller bars mean a team member receives more click-router bookings.

2. Segment size shows status mix for that person.

3. Compare totals to validate workload balance.

Compare vs previous period

Toggle Compare vs Previous Period to see current vs prior performance.

• Last 7 days compares to the 7 days before.

• Last 30 days compares to the prior 30.

• Side-by-side bars show current (solid) and previous (faded).

What changes when comparison is enabled

• KPI cards show percentage deltas.

• Previous totals appear below current totals.

• Trend changes become obvious fast.

Set your scope (filters)

Filters control everything on the page.

• Booking owner: focus on one or more team members.

• Router: analyze one or multiple click routers.

• Rule: filter by the matching rule applied at booking time.

• Date range: last 7/30/90 days, or a custom range.

Drill into details

Click any bar segment to open a details panel.

Use it to review:

• Booking list for that team member.

• Guest name and email.

• Booking date and time.

• Router and matching rule.

• Current booking status.

• Routing logs link (if available).

Click Router vs Form Router booking insights

Both dashboards look similar. The context differs.

Aspect	Click Router	Form Router
Source	Click-based routing links	Form submissions
Rule types	Matching and ownership logic	Ownership and distribution rules
Context	URL params and direct link flows	Form data and field matching

How to interpret the data

Understand distribution

Click routers often route based on URL parameters or ownership checks.

Distribution tells you:

• Which team members rules are matching.

• Whether ownership logic is overriding expected routing.

Track performance trends

Monitor the status mix over time.

• High completed share usually means healthy scheduling.

• Rising cancelled or no show often needs follow-up.

• Compare routers to identify best-performing configurations.

Optimize click router rules

Use insights to:

• Confirm rules are distributing fairly.

• Adjust ownership settings if workload is skewed.

• Tighten or loosen rule conditions based on outcomes.

Best practices

Regular monitoring

• Review weekly.

• Use comparison mode by default.

• Investigate anomalies immediately.

Balance workload

Improve outcomes